Posts

The following is an excerpt from RUTHIE ACKERMAN | February 18, 2012 | The Fiscal Times |
Want to add a portfolio investment that delivers solid returns and a social benefit? That’s the win-win promise behind impact investing, a nascent alternative-asset class that could grow into a $1 trillion market by 2020, according to projections by JPMorgan.
Coined by Antony Bugg-Levine, CEO of the Nonprofit Finance Fund and author of Impact Investing: Transforming How We Make Money While Making a Difference, impact ... Read More

The following is an excerpt from Jack Hough | March 20, 2012 | Smartmoney.com |
The dollar amount of dividend payments underlying the S&P 500-stock index should increase 15% this year, according to estimates by Howard Silverblatt, senior index analyst at S&P.
That number might prove conservative.
It takes into account dividend boosts that have already been announced, as well as anticipated announcements from companies with a long history of raising payments. It also includes Apple’s newly announced payment, which will take ... Read More

The following is an excerpt from SmartMoney Staff | March 21, 2012 | SmartMoney.com |
Question: My wife and I are retired and in our mid-60s, and I want to consolidate all of our investments—my 401(k) and two IRAs—under one roof. Are we putting ourselves at risk if everything is at one firm?
– Chuck Rosa, Shelby Township, Mich.
Answer: We’re all still smarting from the collapse of major financial firms such as Bear Stearns, but experts say for most investors there’s little ... Read More

The following is an excerpt from Jonathan Burton, MarketWatch | March 22, 2012 |
The popularity of Apple Inc. is propelling growth-stock portfolios and grating bargain-seeking investors who can’t take a bite of the stock. But that doesn’t rile John Buckingham, editor of the Prudent Speculator investment newsletter and manager of the Al Frank Fund VALUX +1.38% .
After all, Buckingham, a dyed-in-the-wool value investor, owns Apple shares — which he initially bought for the fund years ago when the share ... Read More